Long-term investor
Fortune Financial Group, Inc. @fortunefinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106311).
Record
- Tracked since 2025-12-31 (257 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.8%
- Max drawdown n/a · win rate 3% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VFLEX · 6.9% · long · since 2026-03-31
- SPLV · 6.5% · long · since 2025-12-31
- 46090E103 · 6.3% · long · since 2025-12-31
- USFR · 5.7% · long · since 2025-12-31
- COWZ · 4.6% · long · since 2025-12-31
- VOO · 4.3% · long · since 2025-12-31
- SPHQ · 3.7% · long · since 2025-12-31
- SPMO · 3.2% · long · since 2025-12-31
- PJAN · 3.1% · long · since 2025-12-31
- SPHD · 2.1% · long · since 2025-12-31
- PDEC · 2.1% · long · since 2025-12-31
- MTUM · 2.1% · long · since 2025-12-31